Minor in Trust Management
Help clients achieve their financial goals.
The field of trust management encompasses legal, tax, accounting, investment and financial topics pertaining to managing trusts. In the trust management minor, you’ll learn how to build and maintain relationships with trust clients and corporate partners in the field of high net-worth planning. You’ll study strategies for efficient intergenerational transfer of wealth and achieving clients’ personal estate planning, philanthropic and financial goals. This unique learning opportunity is not available at many other universities.
Through the minor coursework and internship, you’ll build a foundation of skills and experience for a career in the areas of tax, finance or law in the trusts and estates field.
The trust management minor is open to all UD students (non-Lerner students must complete prerequisite courses).
You’ll prepare for jobs like:
- Trust Administrator
- Wealth Planner
- Relationship Manager
- Trust Officer
- Compliance Officer
- Fiduciary Tax Adviser
- Fiduciary Investment Manager
Every student completes an internship with a financial institution. The internship gives you valuable experience in the field of trusts and wealth management.
Trust Management Minor Mentor Program
Our mentoring program connects students and trust industry professionals. Visit the Trust Management Minor Mentoring Program page to learn more about the program or enroll as a student mentee or professional mentor.
Required course sequence.
Required courses (18 credits)
All courses must be taken in sequence. Prerequisites: ACCT 207, ACCT 352, FINC 311
FALL JUNIOR YEAR
ACCT313 or 413 Taxation for Business and Investment Planning
ACCT450 Legal Issues of Trust and Fiduciary Entities
SPRING JUNIOR YEAR
ACCT416 Fiduciary Income Taxation
ACCT418 Estate Planning
FINC364 Finance in Practice
FINC426 Trust Management Symposium
Prerequisite courses for non-Lerner students
Non-Lerner students must first complete these courses.
ACCT200 Survey of Accounting
ACCT352 Law and Social Issues in Business
BUAD100 Survey of Business
ECON100 Economic Issues and Policies
FINC200 Fundamentals Finance
Jennifer Zelvin McCloskey, JD, LL.M., Attorney at Law
Instructor, Director of Trust Management Minor
Learn more about undergraduate admissions requirements, deadlines, tuition and financial aid available to you.